About this role
Financial Services Representative - State Farm Agent Team Member at Chris Buich - State Farm Agent. Location: Santa Cruz, California, United States. Role: conducting assessments, managing portfolios, cross-selling services Requirements: 10+ years financial services experience; licensed (Series 6/7/63/65); strong relationship management; CRM and financial planning software familiarity. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Financial planning software Certifications: series 6, series 7, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: Spanish, English